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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
926
Winfield Associates
Ohio
$964K +$60.8K +11,680 +8%
MIM
927
Moseley Investment Management
Florida
$963K -$9.99K -1,920 -1%
TPCW
928
TD Private Client Wealth
New York
$955K +$845K +162,400 New
WPW
929
Waldron Private Wealth
Pennsylvania
$955K +$591K +113,680 +233%
WAS
930
WESPAC Advisors SoCal
California
$952K -$423K -81,280 -33%
SWM
931
Segment Wealth Management
Texas
$943K +$20K +3,840 +2%
HA
932
Harbor Advisors
Florida
$941K – – –
VFM
933
Viking Fund Management
North Dakota
$941K – – –
BJL
934
Brighton Jones LLC
Washington
$939K +$277K +53,280 +50%
CIA
935
Capital Investment Advisors
Georgia
$938K +$38.9K +7,480 +5%
LCOV
936
London Company of Virginia
Virginia
$936K – – –
FFC
937
First Financial Corp
Indiana
$932K -$31.4K -6,040 -4%
CFGS
938
Concourse Financial Group Securities
Alabama
$932K +$135K +25,960 +20%
EA
939
Emerald Advisers
Pennsylvania
$929K – – –
FFA
940
First Foundation Advisors
California
$929K +$579K +111,280 +239%
MPPLM
941
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$927K -$728K -139,920 -42%
CAG
942
Crestwood Advisors Group
Massachusetts
$916K +$96.3K +18,520 +13%
BBHC
943
Brown Brothers Harriman & Co
New York
$912K +$342K +65,760 +74%
JCM
944
Jacobi Capital Management
Pennsylvania
$907K +$245K +47,040 +44%
WG
945
Welch Group
Alabama
$902K +$5.83K +1,120 +0.7%
AC
946
Athanor Capital
New York
$894K -$374K -72,000 -32%
IDBONY
947
Israel Discount Bank of New York
New York
$894K +$66K +12,680 +9%
VLKIM
948
Van Lanschot Kempen Investment Management
Netherlands
$893K +$763K +146,720 +2,866%
WCA
949
Westover Capital Advisors
Delaware
$891K -$38.1K -7,320 -5%
HAM
950
Highstreet Asset Management
Ontario, Canada
$886K +$123K +23,600 +19%
36 37
38
39 40